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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $45,947 |
Filed as: BLACKBURN, CHILDERS, & STEAGALL, CP Service code 10 · EIN 62-0647474 | Accounting | $17,325 |
Filed as: BLACKBURN,CHILDERS & STEAGALL Service code 10 · EIN 62-0647474 | Accounting | $8,725 |
Filed as: BLACKBURN, CHILDERS & Service code 10 · EIN 62-0647474 | Accounting | $8,600 |
Filed as: SWBC INVESTMENT ADVISORY SERVICES L Service code 16 · EIN 75-1553739 | Consulting | $8,599 |
Filed as: SWBC INVESTMENT ADVISORS Service code 27 · EIN 75-1553739 | Advisory (Plan) | $6,995 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,643 | $73,404-73.2% | $87,103-77.4% | $67,582-70.9% |
| Participation rate | 99.6% | 80.9%+18.7pp | 76.9%+22.7pp | 71.3%+28.3pp |
| Annual return | 13.96% | 48.29%-34.3pp | 28.19%-14.2pp | 378.57%-364.6pp |
| Employer contribution / active EE | $980 | $2,014-51.3% | $2,521-61.1% | $2,148-54.4% |
| Participant deferral / active EE | $669 | $3,913-82.9% | $4,049-83.5% | $3,539-81.1% |
| Admin fee / account holder | $228 | $142+60.7% | $7,491-97.0% | $142+59.9% |